Bitcoin and AI-related stocks have seen massive gains in market value in recent months. Yet when it comes to long-term performance, which asset holds greater promise? AsianInvestor asked a host of experts.
Equities
The insurer believes the Chinese market is bottoming out. It will also continue to add exposure to high-dividend stocks, which contributed to its positive return last year.
British Columbia Investment Management Corporation expects Asia to be one of the leaders of economic growth in emerging markets (EM) and its internal EM public equities portfolio reflects that view.
India is one of the best investment markets right now, the CIO of an insurance company told AsianInvestor.
The Japanese government aims to create an “asset management nation” including reforms of corporate pension funds. But not all agree that reforms are universally needed.
As the relatively new asset owner reaches $70 billion in AUM, the portfolio will gradually focus more on active investments, its co-CIO says.
The insurer is assessing an active Chinese equity mandate to capture alpha return by selecting sectors, industries, and companies.
The S&P 500 has sustained a bullish momentum, reaching consecutive record highs with tech stocks leading the charge. What will the first half of 2024 hold for the index?
Even as Hong Kong and Chinese equities underperformed in 2023 and uncertainties persist in the year ahead, the city's public pension scheme members are advised to watch its default investment strategy funds instead, which outperformed last year.
Japan’s record stock rally continues. India's market performance shines. And anticipation builds for China's overdue comeback. Which market will fund managers pick as a favoured investment destination for the new year?
Hong Kong’s initial public offering (IPO) activities are expected to rebound from rock bottom. Chinese institutional investors are set to play a bigger role, while more Middle Eastern capitals might come in.
Global sovereign wealth funds cut back on investments in 2023, but there was a shift in sentiment towards emerging markets as highlighted by Global SWF in its annual report, issued on new year's day.